Podcast Feed

When Is the Roth 401(k) Right for You?

When Is the Roth 401(k) Right for You?

This show will cover what you should know about choosing a traditional or Roth retirement account at work.

Women and Money: Tips from Experts on Taking Control of Your Finances

Women and Money: Tips from Experts on Taking Control of Your Finances

While sound financial advice doesn't necessarily change based on your gender, women typically face a few more challenges than men.

How a QLAC Guarantees You Never Run Out of Retirement Money

How a QLAC Guarantees You Never Run Out of Retirement Money

One of our biggest financial challenges is never running out of money in retirement.

Best Tips for Choosing a Financial Advisor

Best Tips for Choosing a Financial Advisor

Yes, advisors cost money. But they can help you avoid costly mistakes, understand your options, and make valuable recommendations based on many facto…

5 Roth Account Rule Changes in 2023

5 Roth Account Rule Changes in 2023

If you want to cut your taxes and save more for a secure future, stay with me to learn more about Roth-related retirement updates.

What To Know Before You Cancel a Credit Card

What To Know Before You Cancel a Credit Card

Instead of jeopardizing your financial life, understand how to use cards wisely and close them strategically.

7 Best Places to Save After Maxing Out a 401(k)

7 Best Places to Save After Maxing Out a 401(k)

The best places to save vary based on your situation, such as what's offered at your job or a spouse's job, whether you're self-employed, how much yo…

Roth IRA vs Roth 401(k): 10 Differences Investors Should Know

Roth IRA vs Roth 401(k): 10 Differences Investors Should Know

While digging into IRS rules about retirement accounts might seem wonky or something only a CPA should know, I promise it's worthwhile.

7 Things to Know Before Signing Up for a Healthcare Sharing Plan

7 Things to Know Before Signing Up for a Healthcare Sharing Plan

You'll learn the main advantages and disadvantages so you can evaluate if joining a health sharing option is right for you.

7 Steps to Achieve Your Financial Goals Faster

7 Steps to Achieve Your Financial Goals Faster

Achieving your financial goals is all about feeling happy and secure. Use this step-by-step guide to set the right financial goals and achieve them s…

Your Guide to Creating a Financial Plan in the New Year

Your Guide to Creating a Financial Plan in the New Year

This show will guide you when you’re unsure what to do with your money or want to focus on the best financial resolutions for the upcoming year.

7 Changes to Retirement Accounts in 2023 You Should Know

7 Changes to Retirement Accounts in 2023 You Should Know

Let's get into the details on the new retirement changes and how to use them starting January 1, 2023.

9 Next Steps After Getting Laid Off or Leaving Your Job

9 Next Steps After Getting Laid Off or Leaving Your Job

I hope you and your career are doing great! But today, we’re going to talk about what to do if you decide to leave your job–or you get laid off.

8 Ways to Make the Holidays Less Expensive and More Memorable

8 Ways to Make the Holidays Less Expensive and More Memorable

The holidays are supposed to be filled with happiness and joy—but they can also wreck your finances if you’re not careful.

Tricks to Using Discount Points to Cut Mortgage Rates

Tricks to Using Discount Points to Cut Mortgage Rates

Buying a home or refinancing a mortgage is a significant financial move! Laura helps you understand discount points, when to use them, and tricks to …

Pros and Cons of Buying Certificates of Deposit (CDs)

Pros and Cons of Buying Certificates of Deposit (CDs)

While certificates of deposit or CDs aren't the most exciting financial tools, they're predictable and safe.

How to Decide If You Should Rent or Buy a Home

How to Decide If You Should Rent or Buy a Home

While getting a mortgage to buy a home can be a great financial move, there's no guarantee that it will make you richer than renting a home.

7 Steps to Recession-Proof Your Finances

7 Steps to Recession-Proof Your Finances

Even if there isn’t a recession, “recession-proofing” your finances is an excellent way to strengthen them and ease the impact of any future hardship!

Should You Keep or Leave Your Day Job?

Should You Keep or Leave Your Day Job?

Tips for building a business on the side and turbocharging your productivity (which work like a charm even if you’re not self-employed!)

How to Maximize Your Health Savings Account (HSA) Benefits

How to Maximize Your Health Savings Account (HSA) Benefits

I’ll review how to know if your health plan qualifies for an HSA and strategies to maximize its benefits.